IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.51B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,409
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$6.16M
3
+$5.12M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$4.85M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.26M

Top Sells

1
+$6.04M
2
+$4.93M
3
+$3.27M
4
DD
Du Pont De Nemours E I
DD
+$3.09M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.02M

Sector Composition

1 Financials 6.52%
2 Technology 6.21%
3 Healthcare 6.19%
4 Consumer Staples 5.36%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$46K ﹤0.01%
14,095
2027
$46K ﹤0.01%
2,825
2028
$46K ﹤0.01%
841
+729
2029
$46K ﹤0.01%
1,688
2030
$46K ﹤0.01%
3,200
-730
2031
$45K ﹤0.01%
9,722
-1,721
2032
$45K ﹤0.01%
237
+137
2033
$45K ﹤0.01%
767
-83
2034
$45K ﹤0.01%
2,823
-166
2035
$45K ﹤0.01%
478
2036
$45K ﹤0.01%
3,330
2037
$45K ﹤0.01%
1,516
+1,367
2038
$45K ﹤0.01%
914
-152
2039
$45K ﹤0.01%
3,077
+38
2040
$45K ﹤0.01%
762
+201
2041
$45K ﹤0.01%
1,598
-67
2042
$45K ﹤0.01%
1,814
-4,076
2043
$45K ﹤0.01%
549
+8
2044
$45K ﹤0.01%
+1,085
2045
$44K ﹤0.01%
421
2046
$44K ﹤0.01%
359
-57
2047
$44K ﹤0.01%
1,399
+92
2048
$44K ﹤0.01%
1,396
-19
2049
$44K ﹤0.01%
579
+200
2050
$44K ﹤0.01%
2,197
80 81
82
83 84